We are live on ! Find out more
AUB icon

Atlantic Union Bankshares

339 hedge funds and large institutions have $3.19B invested in Atlantic Union Bankshares in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 136 increasing their positions, 78 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,174% more call options, than puts

Call options by funds: $1.42M | Put options by funds: $27K

133% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 27

74% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 78

25% more capital invested

Capital invested by funds: $2.56B → $3.19B (+$636M)

18.33% more ownership

Funds ownership: 75.53%93.86% (+18%)

11% more funds holding

Funds holding: 305339 (+34)

Holders
339
Holders Change
+34
Holders Change %
+11.15%
% of All Funds
4.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
63
Increased
136
Reduced
78
Closed
27
Calls
$1.42M
Puts
$27K
Net Calls
+$1.4M
Net Calls Change
+$866K
Name Holding Trade Value Shares
Change
Change in
Stake
MG
301
Mather Group
Illinois
$25.5K
Carson Wealth (CWM LLC)
302
Carson Wealth (CWM LLC)
Nebraska
$20K +$2.1K +53 +11%
WAM
303
Wolverine Asset Management
Illinois
$19.2K +$20.1K +508 New
PS
304
Principal Securities
Iowa
$17.2K +$5.31K +134 +42%
S
305
SignatureFD
Georgia
$16.3K
PTC
306
Private Trust Company
Ohio
$14.7K +$1.98K +50 +15%
CIAM
307
Caitong International Asset Management
Hong Kong
$13.1K +$13.8K +347 New
HCA
308
Harbor Capital Advisors
Illinois
$12K +$1.58K +40 +15%
Bessemer Group
309
Bessemer Group
New Jersey
$12K +$4.28K +108 +54%
C
310
Covestor
United Kingdom
$12K +$5.03K +127 +66%
VCM
311
Versant Capital Management
Arizona
$11.8K
BIG
312
Brooklyn Investment Group
New York
$8.56K +$8.96K +226 New
OPTFSNA
313
Old Point Trust & Financial Services N A
Virginia
$8.22K
NA
314
NewEdge Advisors
Louisiana
$7.87K +$40 +1 +0.5%
EWA
315
EverSource Wealth Advisors
Alabama
$6.93K +$2.1K +53 +41%
CSPIA
316
Cary Street Partners Investment Advisory
Virginia
$6.63K -$3.04M -76,594 -100%
DB
317
Danske Bank
Denmark
$3.79K -$59.4K -1,500 -94%
RTL
318
Red Tortoise LLC
Georgia
$3.79K
QL
319
Quarry LP
New York
$3.52K +$3.69K +93 New
FFA
320
Farther Finance Advisors
California
$2.99K +$713 +18 +30%
RIL
321
Rothschild Investment LLC
Illinois
$2.84K -$594 -15 -17%
JWA
322
JFS Wealth Advisors
Pennsylvania
$2.46K
GM
323
GeoWealth Management
Illinois
$2.35K +$2.46K +62 New
SIC
324
Salem Investment Counselors
North Carolina
$2.05K
HWM
325
Hemington Wealth Management
Virginia
$2K +$832 +21 +47%

AUB Hedge Fund Activity: Q4 2024 in Review

339 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q4 2024, worth a combined $3.19B — up 25% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new AUB positions and 27 closed out — a net gain of 36 holders — while 136 added to existing stakes and 78 trimmed.

The largest buyer was North Reef Capital Management, opening a new position worth an estimated $82.6M. The largest seller was LSV Asset Management, cutting an estimated $11.1M.

  • 339 institutional investors held Atlantic Union Bankshares (AUB) as of Q4 2024, up from 305 in Q3 2024.
  • Funds reported $3.19B of Atlantic Union Bankshares stock for Q4 2024, up 25% quarter-over-quarter.
  • 63 funds opened new Atlantic Union Bankshares positions in Q4 2024 and 27 closed out, a net change of +36 holders.
  • The largest Atlantic Union Bankshares buyer in Q4 2024 was North Reef Capital Management, an estimated $82.6M added.
  • The largest Atlantic Union Bankshares seller in Q4 2024 was LSV Asset Management, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2024.